Description
Summary
Organization/Business Overview:Thrivent an established financial services practice for Thrivent in Downers Grove is looking for a part-time (20-30 hrs) Office Manager. We’re hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we’d like to connect with you.
Position summary:
This position provides administrative support to Paul Hoyem This position serves as a resource to Financial Representatives and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Office Manager Professional reports to and is employed by Paul Hoyem
***This position does NOT provide medical benefits.
Job Description
Position Roles/Responsibilities/Accountabilities
- Handles incoming telephone calls to Paul Hoyem and responds to requests for information
- Researches inquiries regarding client accounts
- Performs routine administrative duties such as maintaining office supplies and processing mail
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
- Supports projects, administration of various programs, and processing functions as needed
- Drives client facing activity in the practice by scheduling meetings with client on behalf of the practice’s Financial Representatives
- Updates the contact management system with client contact and preference information
- Assists Financial representatives in the preparation and follow up for the client meetings
- Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
- Verbal or written communications with prospective or existing customers regarding financial matters
- Additional responsibilities may be assigned in accordance with licensure and business needs
Position Qualifications
- Previous administrative/secretarial experience desired
- Must be securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
- Demonstrated customer service orientation/experience, 2+ years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of Paul Hoyem our products and services, and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the business
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Paul Hoyem recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.